| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 4 | 306,220 | GLD, IDEV, IVOO, IJR | 13F-HR | 11/12/2025 | 000114036125041428 |
| Q2 2025 | 4 | 273,146 | GLD, IDEV, IVOO, IJR | 13F-HR | 8/8/2025 | 000114036125029799 |
| Q1 2025 | 5 | 206,490 | GLD, IEFA, MDY, VB | 13F-HR | 5/13/2025 | 000114036125018684 |
| Q4 2024 | 5 | 202,510 | GLD, IEFA, VO, IJR | 13F-HR | 2/12/2025 | 000114036125004008 |